+790.9%
NOW vs EWZ
+86.7%
+704.2%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EWZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -1.4% | -0.9% | -1.9% |
| 7D | -4.1% | -0.1% | -4.1% | -4.1% |
| 30D | +2.9% | +8.2% | -5.3% | +0.3% |
| 3M | +22.6% | +13.3% | +9.3% | +17.3% |
| 6M | +7.5% | +3.6% | +3.9% | +5.4% |
| YTD | -14.4% | +21.0% | -35.4% | -20.7% |
| 1Y | -29.8% | +34.7% | -64.4% | -37.5% |
| 3Y | +9.2% | +48.3% | -39.0% | -6.9% |
| 5Y | +0.8% | +60.1% | -59.2% | -17.9% |
| 10Y | +790.9% | +92.6% | +698.4% | +505.8% |
| All | +790.9% | +86.7% | +704.2% | +505.8% |
Cumulative growth
Daily Returns
Daily percentage return beside EWZ.
Daily Out/Under-Performance
Portfolio return minus EWZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EWZ return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded EWZ wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling